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    Client Objectives Worksheet

    Template Use the Client Objectives worksheet to help your client identify their objectives for the financial plan. Download the worksheet here
    Published on November 16, 2010

    Client Objectives Worksheet

    Template Use the Client Objectives worksheet to help your client identify their objectives for the financial plan. Download the worksheet here
    Published on March 24, 2011

    Personal Financial Specialist Credential Committee

    Objectives or Roster Learn about the Personal Financial Specialist (PFS) Credential Committee objectives and members
    Published on April 07, 2014

    Prudent Diversification Practices for Investment Fiduciaries

    Webcast The objectives for this course are for the participants to gain a working understanding of prudent diversification practices
    Published on July 02, 2014

    Prudent Diversification Practices for Investment Fiduciaries

    Presentation The objectives for this course are for the participants to gain a working understanding of prudent diversification practices
    Published on May 29, 2014

    Assumptions and Objectives

    Template Download the questionnaire designed to aid you in defining your financial and investment objectives. Clients can rate financial and investment objectives so you know how best to serve them
    Published on March 24, 2011

    PFP Assumptions and Objectives Questionnaire

    Template Download the questionnaire designed to aid you in defining your financial and investment objectives. Clients can rate financial and investment objectives so you know how best to serve them
    Published on March 24, 2011

    Personal Financial Planning Comprehensive Client Questionnaire

    Template Use this comprehensive questionnaire to record client's financial situation, goals, and objectives to use in the development of the personal financial plan
    Published on March 24, 2011

    Illustrative Letter for a Limited Service Engagement

    Sample Letter A sample PFP engagement letter you can use when providing only a limited service engagement. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
    Published on September 20, 2010

    Investment Committee Effectiveness Backgrounder

    FAQ An effective Investment Oversight Committee is the foundation upon which a dependable 401(k) program is built in your organization. Its main purpose is to ensure your plan remains competitive while continually offering a solid array of fund options.
    Published on May 11, 2010

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